Linden Rose Investment Llc Portfolio Stock Holdings
Linden Rose Investment Llc disclosed 8 stock positions valued at approximately $128.7 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICRON TECHNOLOGY INC, and TAIWAN SEMICONDUCTOR MFG LTD. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $128.7M
Holdings by Sector
Linden Rose Investment Llc Portfolio Holdings in Q2 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 22.60% | 145,365 | -92,351 | -38.85% | $29,086,088 |
| MICRON TECHNOLOGY INC | MU | Technology | 22.40% | 24,981 | +7,014 | +39.04% | $28,835,879 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 13.63% | 36,732 | -507 | -1.36% | $17,542,065 |
| ALPHABET INC | GOOGL | Communication Services | 7.88% | 28,379 | -23,251 | -45.03% | $10,141,651 |
| SANDISK CORP | SNDK | Other | 2.17% | 1,228 | +28 | +2.33% | $2,792,140 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.80% | 3,452 | +3,452 | +100.00% | $1,028,316 |
| ISHARES INC | EWY | Other | 0.59% | 3,782 | -84 | -2.17% | $763,614 |